Our Town Speaker Series: Financial Planning Tips for Seniors

Join us Friday May 18th at 7pm for an
engaging session as Brian Callery, President of The Callery Group, shares financial planning tips geared specifically for the senior set. Learn some of the ‘Do’s and Don’ts’ of investing in your senior years and get helpful information about important estate planning issues such as living wills, and powers of attorney. Brian has been in the Insurance and Financial services business for over 30 years and believes that 98% of the job of solving financial planning issues is understanding the human issues! Brian and team provide personal and corporate financial planning for individuals, business owners and executives,                                                                   and benefits and  pension consulting for                                                                             corporate clients.  FREE ADMISSION


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